HighMark Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
1,181
+539
| +84% | +$262K | 0.28% | 46 |
|
|
2025
Q1 | $342K | Sell |
642
-55
| -8% | -$29.3K | 0.2% | 40 |
|
|
2024
Q4 | $316K | Buy |
697
+277
| +66% | +$126K | 0.18% | 42 |
|
|
2024
Q3 | $193K | Buy |
420
+21
| +5% | +$9.67K | 0.11% | 68 |
|
|
2024
Q2 | $162K | Hold |
399
| – | – | 0.1% | 71 |
|
|
2024
Q1 | $174K | Hold |
399
| – | – | 0.11% | 66 |
|
|
2023
Q4 | $142K | Buy |
399
+5
| +1% | +$1.78K | 0.1% | 71 |
|
|
2023
Q3 | $138K | Buy |
394
+25
| +7% | +$8.77K | 0.11% | 64 |
|
|
2023
Q2 | $126K | Hold |
369
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $114K | Sell |
369
-145
| -28% | -$44.8K | 0.09% | 92 |
|
|
2022
Q4 | $159K | Hold |
514
| – | – | 0.12% | 59 |
|
|
2022
Q3 | $137K | Buy |
514
+25
| +5% | +$6.66K | 0.12% | 58 |
|
|
2022
Q2 | $134K | Hold |
489
| – | – | 0.11% | 58 |
|
|
2022
Q1 | $173K | Buy |
489
+125
| +34% | +$44.2K | 0.12% | 59 |
|
|
2021
Q4 | $109K | Hold |
364
| – | – | 0.07% | 76 |
|
|
2021
Q3 | $99K | Sell |
364
-56
| -13% | -$15.2K | 0.07% | 78 |
|
|
2021
Q2 | $117K | Sell |
420
-39
| -8% | -$10.9K | 0.09% | 69 |
|
|
2021
Q1 | $117K | Sell |
459
-16
| -3% | -$4.08K | 0.09% | 64 |
|
|
2020
Q4 | $110K | Sell |
475
-12
| -2% | -$2.78K | 0.09% | 62 |
|
|
2020
Q3 | $106K | Sell |
487
-9
| -2% | -$1.96K | 0.1% | 63 |
|
|
2020
Q2 | $89K | Sell |
496
-30
| -6% | -$5.38K | 0.1% | 57 |
|
|
2020
Q1 | $96K | Buy |
526
+63
| +14% | +$11.5K | 0.12% | 49 |
|
|
2019
Q4 | $104K | Buy |
+463
| New | +$104K | 0.11% | 53 |
|